Globalance World

3.6°C

Warming Potential

60

Total Footprint

60%

Megatrend Exposure

4.2%

Net Return YTD

2.7°C

Warming Potential

57

Total Footprint

57%

Megatrend Exposure

-1.2%

Net Return YTD

Hang Seng Index

Financials data per

4.2%

Net Return YTD

+4.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

-7.3%

Net Return Last 3 Years

Dow Jones Indust A

Financials data per

-1.2%

Net Return YTD

-1.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

50.2%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Hang Seng Index
  • Dow Jones Indust A

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
China Overseas Land & Investment Limited+19.7%0.5%
HSBC Holdings Plc+15.1%7.1%
CNOOC Limited+14.6%1.2%
BOC Hong Kong (Holdings) Limited+13.9%0.7%
CSPC Pharmaceutical Group Limited+13.3%0.8%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Boeing Company+12.2%4.0%
Caterpillar Inc.+10.7%3.8%
Chevron Corporation+9.9%2.1%
Intel Corporation+8.2%0.9%
Dow, Inc.+7.1%1.1%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Hang Seng Index
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Sunny Optical Technology (Group) Co., Ltd.-10.9%1.3%
Techtronic Industries Co., Ltd.-10.2%1.5%
Country Garden Holdings Co. Ltd.-7.7%0.5%
Country Garden Services Holdings Co. Ltd.-7.1%1.1%
Geely Automobile Holdings Limited-6.1%1.1%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NIKE, Inc. Class B-11.1%3.2%
Home Depot, Inc.-10.4%6.7%
salesforce.com, inc.-9.0%5.6%
Microsoft Corporation-7.8%6.1%
UnitedHealth Group Incorporated-6.7%8.4%